Trusts & Estates (T&E) Legal Assistant (Direct Placement) jobs in United States
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JMI Resource · 1 month ago

Trusts & Estates (T&E) Legal Assistant (Direct Placement)

JMI Resource is a staffing company dedicated to connecting you with long-term career opportunities, and they are seeking a detail-oriented Trusts & Estates Legal Assistant to support their attorneys. The role involves providing administrative and legal support in estate planning, trust administration, and related legal matters while maintaining organized client files and managing attorney calendars.

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Responsibilities

Provide administrative and legal support to 2–3 attorneys specializing in Trusts & Estates
Draft and prepare correspondence, estate planning documents, probate forms, and other legal documents
Maintain organized client files and case management systems
Schedule appointments, manage attorney calendars, and coordinate meetings
Assist with estate planning, trust administration, and court filings
Interact professionally with clients, courts, and third parties
Ensure confidentiality and accuracy in handling sensitive client information

Qualification

Trusts & Estates experienceMicrosoft Office SuiteLegal document managementWritten communicationProfessionalismVerbal communicationOrganizational skillsAttention to detailConfidentiality

Required

Minimum 1–2 years of recent Trusts & Estates legal assistant experience
Proficiency in Microsoft Office Suite and legal document management systems
Strong written and verbal communication skills
Excellent organizational skills and attention to detail
Ability to handle sensitive and confidential information with discretion
Dependable, professional, and comfortable working 100% in-office

Preferred

Familiarity with probate or trust accounting software
Experience assisting multiple attorneys simultaneously

Company

JMI Resource

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JMI Resource is the florida staffing agency specializing in healthcare, finance, manufacturing, industrial, hospitality, & construction.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase